See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,513 | $102,317-36.0% | $146,958-55.4% | $80,856-19.0% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 16.19% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,830 | $3,713-50.7% | $4,933-62.9% | $2,755-33.6% |
| Participant deferral / active EE | $5,335 | $6,644-19.7% | $8,070-33.9% | $4,296+24.2% |
| Admin fee / account holder | $693 | $7,941-91.3% | $12,998-94.7% | $6,918-90.0% |